Kevin K. Email & Phone Number

Ireland

Blackrock, Dublin

• Develop, nurture and maintain strong relationships with existing clients to maximize retention rate and expansion sales into existing accounts• Strategic relationships with the largest Asset managers, Pension funds, Banks and Insurance companies throughout EMEA• Work closely with Marketing team in the development and design of marketing campaigns to all clients• Understand clients core business and develop successful ways to engage FINCAD support to deliver professional services• Ensure FINCAD delivers a superior customer experience to its clients• Develop and meet accurate quarterly and annual sales forecasts for the territory• Ensure CRM and order processing standards are maintained on all accounts

Blackrock, Dublin

• Responsible for all enterprise level sales within EMEA for Buyside clients• Responsible for growing revenue through existing account base by up-selling and cross-selling into alternate departments• Actively follow up on all inbound leads by prospecting, qualifying, solution selling and closing• Identify feasible new business opportunities whilst managing client needs, ensuring customer success and forging strong relationships• Liaison with marketing on key initiatives around new products and serving existing clients• Mentoring/Training new hires on all aspects of product knowledge, prospecting for new leads and sales processes.CRM management• Represented FINCAD at various marketing events and conferences across the EMEA region• On-site consultation and presentation to clients across EMEA

Dublin

• Evaluate risk controls under different market scenarios• Responsible for risk analysis in portfolio construction and optimisation• Analyse investment portfolios for potential trends and exposures• Analyse and summarize complex data and compiling reports• Pre-trade and post-trade analysis.• Extensive interaction with senior level clients• Assist with new portfolio development• Assist in the preparation of presentation materials and proposals for both existing and prospective clients

Dublin

• Managing a team of three junior staff.• Full responsibility for daily pricing of all assets under management.• Daily, weekly, monthly NAV calculations.• Responsible for pricing in-house structured products.• Chaired the monthly Pricing Committee and was a member of the compliance committee.• Regular daily pricing checks and controls.• Monitor all overnight price movements.• Ensuring all clients received detailed and accurate weekly, monthly, quarterly valuations and performance figures in a timely fashion.• Responsible for publication of fund NAVs.

Member of the Wealth Management team in Dolmen Stockbrokers.Employed as consultant on the Credit Union advisory services where Dolmen advised on €1billion of Credit Union funds. These funds comprised of Cash and Fixed Income instruments.Met all clients on a quarterly basis. This mainly involved sitting in on board meetings to review accounts, performances, regulatory changes etc.I added to the number of clients Dolmen had in his two years there by using various contacts I built up over that period.

Dublin

I was employed by Paddypower as I showed a keen interest in all sports, but more importantly, proved I had an excellent understanding in statistics and risk.Main jobs and responsibilities included:Updating prices on paddypower website, all shops and phone lines.Monitoring risk across all markets, changing limits/prices where necessary.

London, United Kingdom

Spent a summer in London working on the US dollar swaps desk in Eurobrokers (now BGC Partners). Invited back again in February 2003 as part of my University work experience programme for a full semester and the summer break.I was responsible for: Maintaining and developing client relationships. Executing trades between counterparties. Communicating precise information accurately to clients and colleagues. Multi-tasking by covering other brokers’ clients when required. Concentrating on various different orders in a highly pressurized environment. Accurately recording all trades to back office systems.